1050 Des Peres Road
Breakfast and Presentation
Breakfast 7:30-8:00 am, Opening Remarks and Speaker 8:00-9:00 am
Joint Meeting with Society of Financial Service Professionals
Topic: “Uses of Life Insurance in Charitable and Estate Planning.
Speaker: James Aussem, JD AEP, Cavitch Familo & Durkin Co., LPA
About the talk: The focus of the address is charitable planning with existing life insurance and creative ways to leverage premium dollars into greater charitable giving. Life insurance is also examined as an asset to provide liquidity in estate planning and as a means to generate more tax free wealth to successive generations and more income to the current generation.
CE: Pending approval for CRFE 1.25, CLE 1.0, Insurance and CFP 1.0